Overview
Assets Under Management: $145 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 69
Average Client Assets: $1.4 million
Frequently Asked Questions
WAGNER PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318448), WAGNER PLANNING is subject to fiduciary duty under federal law.
WAGNER PLANNING is headquartered in LAKE OSWEGO, OR.
WAGNER PLANNING serves 69 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, WAGNER PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
WAGNER PLANNING manages $145 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, WAGNER PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.35%
Average Client Assets: $1.4 million
Total Client Accounts: 397
Discretionary Accounts: 397
Regulatory Filings
CRD Number: 318448
Filing ID: 2047373
Last Filing Date: 2026-03-10 13:08:37